Brittney Castro: Social Media and Brand Marketing for Financial Advisors
In this episode, Jamie and Ana talk with Brittney Castro, Founder and CEO of...
Emily Binder: The Many Facets of Digital Marketing
Content creation is a never-ending task for marketers. And with today’s ever-changing digital landscape,...
Inga Timmerman: The Role of Financial Planning in Choosing a Career
Choosing a career is one of the most important decisions you can make. With...
Michael Lane: The Road to Success in Financial Services
This week, Ana Trujillo Limon and Jamie Hopkins talk with Michael Lane, Head of...
Adrian Grenier and Zach Conway: The Intersection Between Revenue and Social Impact
This week, Jamie Hopkins and Ana Trujillo Limon talk with Adrian Grenier and Zack...
Nzinga Shaw: Delivering Business Results Through Diversity and Inclusion
In today’s episode of Framework, Jamie and Ana talk with Nzinga Shaw, Vice President...
Dr. Ajamu Loving: Wealth Building and Generational Planning for Minorities
In today’s episode of Framework, Ana talks with Dr. Ajamu Loving, Assistant Professor of...
Latest Build Back Better Proposal Includes New Taxes for Top Earners, Few Changes to Retirement Accounts
After months of negotiations, the Biden administration and Democrats in Congress are nearing a...
Dana Wilson: Encouraging Intentional Visibility in Finance
In today’s episode of Framework, Jamie and Ana talk to Dana Wilson, CEO and...
Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act
In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back Better Act through changes to corporate, personal and other taxes, as well as retirement plans.
Dr. Jen Welter: Leveling the Playing Field for Women
In today’s episode of Framework, Carson’s Jamie Hopkins and guest host Brodrick Lothringer talk...
Luis Rosa: Addressing Disparities and Inequities in Finance
In today’s episode of Framework, Carson’s Jamie Hopkins and Ana Limón talk with Luis...
Andrew Komarow: Financial Independence for Neurodiverse People
On today’s episode of Framework, Jamie and co-host, Ana Trujillo Limon, chat with Andrew...
Arlene Moss: Work-Life Balance, Compliance, and Scaling Up
On today’s episode of Framework, Jamie chats with Arlene Moss, Executive Business Coach at...
Renee Baker: Amplifying the Voices of Diversity in Financial Services
On today’s episode of Framework, Jamie chats with Renee Baker, Head of PCG Advisor...
Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes
Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.